ISMSX
Price
$10.59
Change
+$0.04 (+0.38%)
Updated
Jul 3 closing price
Net Assets
288.14M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

ISMSX vs JVMRX

Header iconISMSX vs JVMRX Comparison
Open Charts ISMSX vs JVMRXBanner chart's image
VY® American Century Sm-Mid Cp Val S2
Price$10.59
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets288.14M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
ISMSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ISMSX vs. JVMRX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ISMSX is a Buy and JVMRX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. ISMSX (288M). ISMSX pays higher dividends than JVMRX: ISMSX (1.45) vs JVMRX (0.88). ISMSX was incepted earlier than JVMRX: ISMSX (16 years) vs JVMRX (14 years). ISMSX (1.53) is less costly to investors than JVMRX (0.76). ISMSX is a more actively managed with annual turnover of: 51.00 vs. JVMRX (47.00). ISMSX has a lower initial minimum investment than JVMRX: ISMSX (0) vs JVMRX (1000000). ISMSX annual gain was more profitable for investors over the last year : 6.91 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. ISMSX (25.28).
ISMSXJVMRXISMSX / JVMRX
Total Expense Ratio1.250.75167%
Annual Report Gross Expense Ratio1.530.76201%
Fund Existence16 years14 years-
Gain YTD2.7168.50032%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets288M22.6B1%
Annual Yield % from dividends1.450.88165%
Returns for 1 year6.913.59192%
Returns for 3 years-13.9324.14-58%
Returns for 5 years25.2863.3240%
Returns for 10 years-14.8449.30-30%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
UBOT22.020.40
+1.85%
Direxion Dly Rbtc AI Atmtn Bl 2X ETF
GSPY34.330.25
+0.74%
Gotham Enhanced 500 ETF
ZAUG25.840.07
+0.27%
Innovator Equity Defined Prt ETF -1YrAug
XFIV48.91-0.14
-0.29%
BondBloxx Bloomberg FiveYrTrgDurUSTrsETF
MCHI54.72-0.28
-0.51%
iShares MSCI China ETF